Summit Financial Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 244 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Summit Financial Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$204,000
+1.5%
4,4860.0%0.04%
-15.2%
Q3 2021$201,000
-0.5%
4,4860.0%0.05%0.0%
Q2 2021$202,000
-10.6%
4,486
-14.3%
0.05%
-20.7%
Q1 2021$226,000
+5.1%
5,2330.0%0.06%
-1.7%
Q4 2020$215,000
+0.9%
5,2330.0%0.06%
+3.5%
Q3 2020$213,000
-14.8%
5,233
-23.0%
0.06%
-27.8%
Q1 2020$250,000
-8.8%
6,8000.0%0.08%
+17.9%
Q4 2019$274,000
+3.0%
6,8000.0%0.07%
+3.1%
Q3 2019$266,000
+0.4%
6,8000.0%0.06%0.0%
Q2 2019$265,000
+2.3%
6,8000.0%0.06%
-4.4%
Q1 2019$259,000
-11.0%
6,800
-16.6%
0.07%
-27.7%
Q4 2018$291,000
-2.3%
8,1500.0%0.09%
+5.6%
Q3 2018$298,000
-4.2%
8,150
-0.9%
0.09%
-14.4%
Q2 2018$311,0000.0%8,2250.0%0.10%
+2.0%
Q1 2018$311,000
-0.6%
8,2250.0%0.10%
-5.6%
Q4 2017$313,000
+0.3%
8,2250.0%0.11%
-4.4%
Q3 2017$312,000
-39.5%
8,225
-40.6%
0.11%
-44.6%
Q2 2017$516,000
-17.6%
13,850
-19.6%
0.20%
-25.3%
Q1 2017$626,000
+3.1%
17,2250.0%0.27%
+2.2%
Q4 2016$607,000
-2.4%
17,2250.0%0.27%
-0.7%
Q3 2016$622,000
+2.3%
17,2250.0%0.27%
+5.9%
Q2 2016$608,000
+1.5%
17,2250.0%0.25%
-3.1%
Q1 2016$599,000
+2.0%
17,2250.0%0.26%
-2.6%
Q4 2015$587,00017,2250.27%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Weaver Consulting Group 184,080$7,952,0004.96%
IronBridge Private Wealth, LLC 115,465$4,988,0003.69%
RESTON WEALTH MANAGEMENT LLC 130,445$5,635,0003.20%
Beacon Financial Advisory LLC 107,915$4,661,0003.03%
TIEDEMANN ADVISORS, LLC 1,408,391$60,839,0002.94%
ARQ WEALTH ADVISORS, LLC 107,906$4,662,0002.93%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 173,998$7,517,0002.85%
Thrive Capital Management, LLC 57,340$2,477,0002.64%
FURE FINANCIAL CORP 71,088$3,071,0002.18%
Trilogy Capital Inc. 532,533$23,005,0001.88%
View complete list of ISHARES TR shareholders